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Tax Planning and Preparation
The foundation of tax expertise at Gelman, Rosenberg & Freedman is personal attention. Every client benefits from our attentive experts who listen closely to learn more about your particular tax situation. With that information, we apply our knowledge of current tax law to minimize tax liabilities and ensure that you benefit from every option to save. When it comes to tax planning and preparation, you need someone to help identify and take advantage of a full range of tax-saving strategies.
Our tax services include planning and preparation for:
- individuals and corporations (including expatriates and foreign workers in the United States)
- tax-exempt organizations
- pension and retirement plans
We follow changes in tax laws throughout the year and alert you to developments that could have a significant impact on your finances. We will also represent you in the event of an IRS audit.
- Corporate/Individual Tax Planning
Our tax services include planning and preparation for individuals, corporations, pension and retirement plans, estates, partnerships and trusts. Visit this page to learn about some of the situations in which we offer tax expertise for businesses and individuals.
- International Tax
Gelman, Rosenberg & Freedman’s international tax consultants work with United States citizens and foreign nationals employed or contracted overseas by for-profit businesses and non-governmental organizations. Our professionals also work closely with human resource, finance, payroll and operations personnel responsible for handling this complex area. Gelman, Rosenberg & Freedman’s goal is to ensure than an organization is compliant with US federal and state taxation as well as host country regulations.
- Nonprofit Tax
Gelman, Rosenberg & Freedman’s nonprofit tax practice is led by two professionals with nearly 60 years of combined experience working exclusively with tax-exempt organizations including public charities, foundations, associations and international organizations. Our team has particular expertise in preparing Forms 990 and 990-T, applying knowledge of current tax law to minimize liabilities and protecting exempt status. We understand the importance of knowing each client’s unique situation and closely monitor ever-changing tax laws and regulations.
Working with Ian Shuman, and more recently with Elinor Litwack, has been wonderful. Ian brings a wealth of CPA management experience, which has proven invaluable in helping our firm address management issues.
Ana Ramos | Associate Director for Administration
Stanley Medical Research Institute